Best Practices for Removing Zendesk Agents
What are the best practices for handling dashboards when removing a Zendesk agent?
Before removing or suspending a Zendesk agent, it's crucial to ensure that all dashboards they created are either shared or cloned. This prevents loss of access to important data. Always check and manage dashboards before proceeding with user suspension or deletion to maintain data integrity and accessibility.
More related questions
How can I access a dashboard created by a suspended agent in Zendesk?
To access a dashboard created by a suspended agent, you can temporarily upgrade the user to an admin and re-share the dashboard. If the user was only suspended and not deleted, you can unsuspend them, change their role to Admin, and share the…
What should I do if I deleted a user who created a private dashboard in Zendesk?
Unfortunately, if you deleted a user who created a private dashboard, the dashboard cannot be recovered. It's important to ensure that dashboards are shared or cloned before deleting a user to prevent loss of access. This is a key best practice to…
Can I clone a dashboard from a suspended agent in Zendesk?
Yes, cloning a dashboard is a recommended practice to ensure you have access to it even if the original creator is suspended. Before suspending a user, clone their dashboard so you become the owner and can manage it without needing to unsuspend the…
How can I avoid losing access to dashboards when an agent leaves the company?
To avoid losing access to dashboards when an agent leaves, always clone or share their dashboards before they are suspended or removed. This ensures that the dashboards remain accessible to other admins or staff members, maintaining continuity in…
Is it possible to assume the identity of a suspended agent to access their dashboards?
Yes, you can assume the identity of a suspended agent to access their dashboards by unsuspending them and downgrading their role to agent. This workaround allows you to access the dashboards without needing to reactivate their email or involve IT….
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“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
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“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
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